+191.8%
UTHR vs VOO
+74.6%
+117.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | +4.9% | +3.3% | +1.6% | +3.5% |
| 30D | +9.2% | -2.7% | +11.9% | +10.4% |
| 3M | +15.9% | -1.7% | +17.7% | +16.7% |
| 6M | +2.0% | +3.1% | -1.1% | +0.5% |
| YTD | +21.8% | +11.9% | +9.8% | +16.0% |
| 1Y | +28.6% | +12.1% | +16.5% | +22.4% |
| 3Y | +166.2% | +78.6% | +87.7% | +107.7% |
| 5Y | +191.8% | +73.8% | +118.0% | +135.5% |
| All | +191.8% | +74.6% | +117.2% | +135.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling